Support Center

Product Team

Connecting and using InfoTrack with your primary legal software

Integrations

Connecting your Actionstep and InfoTrack accounts to get started

Setting up the integration with Actionstep

Actionstep

Connecting your Clio account with InfoTrack through SSO

How to create an account using Clio single sign-on (SSO)

Connecting, filing, and syncing with Clio and InfoTrack

How to place an order with InfoTrack through Clio Manage

Identifying and fixing problems between Clio Manage and InfoTrack

Troubleshooting your Clio Manage integration

How to find and use the InfoTrack app tab in Clio Manage

Exploring the InfoTrack tab in your Clio matter

How to edit document naming, folder naming and billing preferences

Customizing your Clio Manage integration settings

Clio Manage

Connecting your Easysoft and InfoTrack accounts to get started

Setting up your integration with Easysoft

Placing 1099-S orders and title search orders with Easysoft and InfoTrack

How to place an order through Easysoft

How to prepare 1099-S substitute form

Using multiple filings to allocate gross proceeds accurately

How to file separate 1099-S forms for multiple sellers

Placing 1099-S filings with Easysoft CDF and HUD

How to file a 1099-S form within Easysoft CDF or HUD

Correcting information on a 1099-S filing after submission

How to make corrections to a 1099-S filing within Easysoft CDF and HUD

Identifying and fixing problems between Easysoft and InfoTrack

Troubleshooting Invalid Filer TaxID and Password messaging within Easysoft CDF and HUD

Easysoft

Setting up the integration with Filevine

Two approaches to ensuring documents and fees keep syncing automatically

Preventing sync interruptions with the Filevine integration

How to integrate and order InfoTrack services with a Filevine account

Filevine

Connecting your iManage and InfoTrack accounts to get started

Setting up the integration with iManage Work (Web)

Admin requirements for adding InfoTrack to iManage

Accessing applications within iManage Work (Web)

Connecting, filing, and syncing with iManage and InfoTrack

How to place an order with InfoTrack through iManage Work (Web)

Reconnecting to your iManage matter

iManage

How to activate your free InfoTrack account and link it to your LawToolBox subscription

Setting up the integration with LawToolBox

How to seamlessly launch InfoTrack court filing orders from LawToolBox, sync deadlines to LawToolBox, and repeat throughout the case lifecycle.

Filing court documents and tracking deadlines from LawToolBox

How to set up and use the docketing/calendaring integration with InfoTrack

LawToolBox

Connecting your LEAP and InfoTrack accounts to get started

Setting up the integration with LEAP

Connecting, filing, and signing with LEAP and InfoTrack

How to place an order with InfoTrack through LEAP

Understanding the differing feature sets of InfoTrack's two electronic
signature solutions

What's the difference between InfoSign and SignIT (powered by DocuSign)?

LEAP

How to connect MyCase to an InfoTrack account

Setting up the integration with MyCase

Connecting, filing, and syncing with MyCase and InfoTrack

How to place an InfoTrack order for a MyCase case

Learn how to add an InfoTrack widget to MyCase and view, sort and launch InfoTrack orders

Managing InfoTrack orders in MyCase

MyCase

Setting up your InfoTrack account with all users from NetDocuments

How to add and edit users on your account

eFiling, serving, and signing with your NetDocuments integration

How to place an order with InfoTrack through NetDocuments

Steps to follow if your matter connection is interrupted

Reconnecting to your NetDocuments matter

NetDocuments

How to connect your firm's Assembly Neos account to InfoTrack and enable integrated ordering

Setting up the integration with Neos

Neos

Creating an InfoTrack user account and linking it to Smokeball via single sign-on (SSO)

Setting up the integration with Smokeball (versions 9.13+ and Web)

Connecting, filing, and syncing with Smokeball and InfoTrack

How to place an order with InfoTrack through Smokeball

Understanding the differing feature sets of InfoTrack's two electronic signature solutions

Identifying and fixing problems between Smokeball and InfoTrack

Troubleshooting your Smokeball integration

Smokeball

Connecting your Time Matters and InfoTrack accounts to get started

Setting up the integration with Time Matters

Identifying and fixing problems between Time Matters and InfoTrack

Troubleshooting your Time Matters integration

Time Matters

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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